List Overview Reports

Within PayGo’s Big Picture button, there’s a handy little tool called the List Overview. When you click it, it will give you tons of vital information about your store, and all in one easy list.

Accessing List Overview Reports

To access your List Overview function, click the Big Picture button on your Menu Screen. This will open the Big Picture screen. At the top of your Big Picture screen, you will see the List Overview button. Clicking this will lead you to the Daily/Date Range Performance Tool screen.

On the Daily/Date Range Performance Tool screen, you can see an overview of store activity in one shot. You can create as many of these overviews to compare as you like by clicking the New button at the top of the screen to create a new line. Choose a date range by selecting the Date Start and Date End fields and you will see the following information:

Total Sales: this is the total sales made within the defined date range.

Total Discounts: This is the total dollar amount of discounts given within the defined date range.

Total COG Last: This is the total cost of goods sold, priced at the last dollar amount you purchased the items from your vendors at.

Total COG Avg: This is the average cost of goods within the defined date range.

Total Margin Last: This is the total profit margin calculated using the last dollar amount you purchased the items from your vendors at.

Total Margin Avg: This is the total margin on average within the defined date range.

Tax Collected: This is the total tax dollars collected within the defined date range.

Total # Invoices: This is the total number of sale invoices made within the defined date range.

Avg Sales/Day: This is how many items on average are sold in your stores within the defined date range.

Avg Inv/Day: This is how many invoices on average are created within the defined date range.